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Upload your receipts and bills to QuickBooks Online

by Intuit•63• Updated 6 days ago

Save time by uploading your receipts and bills from suppliers to QuickBooks Online. We’ll show how to do this from your computer, mobile device, or even your email account.

After you upload your receipt or bill, QuickBooks extracts the information and creates a transaction for you to review. From there, you can edit the receipt or bill, add it to an account, or match it with an existing transaction in the Receipts tab.

Tip: If you'd like your employees to upload and submit their receipts for expense claims, consider upgrading to QuickBooks Online Advanced. You can review their expense claims and record the transactions that match. This isn't included in your current subscription.

Before you start

Here are a few things to keep in mind: 

  • We don’t recommend uploading receipts or bills with sensitive or personal info, like credit card numbers.
  • QuickBooks supports PDF, JPEG, JPG, GIF, and PNG images. If you have HEIC images from a newer iPhone or iPad, you can convert HEIC images to a compatible format.
  • Receipt snap only supports home currency. It doesn't support different currencies.

Step 1: Upload receipts and bills to QuickBooks Online

There are several ways to add receipts or bills. Follow whichever you prefer.

  1. In QuickBooks, go to Transactions, and select Receipts (Take me there).
  2. Select Upload from computer or Upload from Google Drive.
    Note: Each image or file should only contain a single receipt or bill.

You can use the QuickBooks Online mobile app to snap and upload receipts and bills from your mobile device.

To follow these steps, make sure you have installed the QuickBooks Online app for iOS or Android.

  1. Open the QuickBooks Online mobile app.
  2. Select the Menu ≡ icon.
  3. Select Receipt snap.
  4. Select Receipt camera and snap a photo of your receipt or bill.
  5. Select Use this photo, then Done.

Note: Does your Android device make a beeping sound when you snap receipts? Here's how to turn it off.

If you have a receipt or bill, you can also email your receipt or bill to QuickBooks Online. We’ll extract info from it and create a transaction for you to review.

Step 2: Review, add, or match receipts and bills

After uploading your receipts and bills to QuickBooks, they are not yet included in your books. Before that, you need to review, edit, add, or match them with existing transactions. Here's how you can do it. 

On a web browser

  1. Go to Transactions, then select Receipts (Take me there).
  2. In the For review tab, you can review your uploaded receipts and bills. QuickBooks lets you know if it finds existing transactions in your books that match with your uploaded receipts or bills.
  3. Check the labels in the Action column to find out what steps you need to take next.

If QuickBooks can’t find an existing transaction that matches, you can create a new transaction from your receipt or bill.

  1. Select Review to make corrections or add missing info.
  2. Select Save and next.
  3. Select Create bill or Create expense.

It means QuickBooks found an existing transaction that matches your uploaded receipt or bill.

  1. Select Match to connect your receipt or bill to the transaction right away. Or, if you wish to review the transaction, select the dropdown▼ next to Match, then select Review.
  2. Make corrections or add missing info, then select Save and next.
  3. Review the potential match.
  4. Select Match to connect the receipt or bill to your existing transaction.
  1. Select Review.
  2. Make corrections or add missing info, then select Save and next.
  3. Compare the potential matches, then select the correct bill or expense.
  4. Select Match to connect it to the receipt or bill.

On an iOS or Android device

  1. Go to Menu ≡.
  2. Select Receipt snap.
  3. You can find the receipts and bills that are not in your books yet in the For Review tab.
  4. Review your uploaded receipts and bills. Check the label under the receipt or bill amount to find out what steps you need to take next.

If QuickBooks finds one or more transactions that match with your uploaded receipt or bill, here’s what you can do.

  1. Select the receipt to view the transactions that match.
  2. Select the transaction you want to match the receipt or bill with.

When a receipt or bill doesn’t have a label under its amount, it means QuickBooks can’t find an existing transaction that matches with it. You can create a new transaction based on your receipt or bill.

  1. Select the receipt or bill.
  2. Create an expense or bill.

Tip: You can also swipe the receipt or bill to quickly add an expense or open bill to your books.

This means QuickBooks can’t extract all the right information and needs more details before it creates an expense or bill.

  1. Select the receipt or bill to add details. 
  2. Select Save receipt or Save bill.
  3. Create an expense or bill.

Note: Go to the Reviewed tab to view all the receipts and bills you have added to your books. You can swipe right on a receipt or bill to undo it and move it back to the For Review tab.

QuickBooks Online App for AndroidQuickBooks Online App for iOSQuickBooks Online EssentialsQuickBooks Online Plus

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